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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Daniel Moss is a financial advisor with over 8 years of experience in the industry. Jesse is currently registered with Cetera Investment Advisers LLC in Westerville, Ohio. Prior to joining Cetera Investment Advisers LLC, Jesse worked for Transamerica Financial Advisors, Inc. in Greenwood Village, Colorado and Thrivent Investment Management Inc. in Doylestown, Pennsylvania. Jesse holds Series 6, 63, 65, and 66 securities licenses and the SIE exam. Jesse specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jesse works with a wide range of clients, including individuals, families, businesses, and charitable organizations. Jesse's goal is to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
10/04/2023 - Present
Cetera Investment Advisers LLC (Westerville OH)
CO
06/20/2018 - 01/04/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
PA
09/06/2014 - 04/06/2017
THRIVENT INVESTMENT MANAGEMENT INC. (DOYLESTOWN PA)
IA
Issued 05/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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